SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA - Vienna, Virginia

Sovereign Wealth Management: A Premier Financial Planning Service

Sovereign Wealth Management stands as a distinguished provider of comprehensive financial planning services, catering to individuals and families in Tysons, Vienna, DC, MD, and VA. Located at 8229 Boone Blvd Suite 760, Vienna, VA 22182, and easily accessible with a wheelchair accessible entrance and parking lot, the firm offers a personalized and strategic approach to wealth management. Reaching them is simple via phone at 033107255. Their website, sovereign.global, provides valuable resources and insights into their services.

Core Services and Specialties

Sovereign Wealth Management’s expertise encompasses a wide range of financial planning needs. They operate as a financial planner, offering tailored strategies for retirement planning, investment management, estate planning, and tax optimization. Clients benefit from the guidance of a financial consultant who analyzes their current financial situation, identifies goals, and develops a roadmap to achieve them. Furthermore, they provide investment services, partnering with reputable brokerage firms to execute investment strategies aligned with client risk tolerance and objectives. Their stock broker services offer direct access to the market for those seeking active investment management.

Key Features and Accessibility

Sovereign Wealth Management distinguishes itself through a commitment to client-centric service and a dedication to accessibility. The firm is proud to offer a wheelchair accessible restroom, ensuring a comfortable experience for all clients. Appointments are recommended to facilitate in-depth discussions and personalized planning. Beyond physical accessibility, the firm fosters an environment of trust and open communication, prioritizing the well-being of each client's finances. The review meetings are comprehensive, covering all aspects of a client’s financial life, and designed to flow naturally, reflecting a deep understanding of individual circumstances. It is evident that the team takes a genuine interest in their clients’ financial futures.

Client Testimonials and Reputation

The company has garnered positive feedback from its clients, evidenced by 11 reviews on Google My Business, all receiving an average rating of 5/5. These reviews consistently highlight the quality of the advice and the team’s dedication to client success. One client noted that the review meetings were “comprehensive, covering all aspects of my financial life” and that the team “truly cares about my financial well-being.” Another expressed appreciation for the team’s ability to “know me very well” and provide a truly tailored service. The firm’s responsiveness and commitment to ongoing support are frequently mentioned, suggesting a strong focus on building long-term relationships.

Additional Points of Interest

• LGBTQ+ Friendly: Sovereign Wealth Management embraces diversity and inclusivity, creating a welcoming environment for all clients.
• Restroom Facilities: A readily available restroom is provided for client convenience.

The firm’s dedication to accessibility extends beyond physical features, reflecting a broader commitment to providing a positive and supportive experience for every client. The seamless flow of information during meetings, coupled with the personalized attention provided, suggests a team that is highly attuned to the individual needs of its clientele. The consistent positive feedback underscores the value that Sovereign Wealth Management delivers, establishing it as a trusted partner in achieving financial goals.

Contact Information & Website

Address: 8229 Boone Blvd Suite 760, Vienna, VA 22182
Phone: 033107255
Website: sovereign.global

Sovereign Wealth Management provides a dedicated and professional service to clients seeking expert financial guidance. Their commitment to accessibility, personalized strategies, and client satisfaction makes them a valuable asset for individuals and families navigating the complexities of wealth management.

👍 Reviews of SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA

Claire V.

5/5

I have been working with Gary and Sovereign for several years now, and have nothing but great things to say about the qualify of their work. The review meetings are comprehensive, covering all aspects of my financial life. The meetings flow naturally from one to the other. I really feel like Gary knows me very well and truly cares about my financial well being. What else can you ask for from a Financial Planner. I would recommend Gary and his team to anyone!

Carol K.

5/5

I met with David and Alex this week and was absolutely impressed with the plan they put together for me. They came up with a plan that very specifically meets MY needs and keeps me in y comfort zone. There was no pressure. I walked in wondering whether I would get a "sales pitch" but my concern was unfounded. They had listened to my needs, reviewed my assets, and totally kept me in my comfort zone with recommendations that address my specific needs. I look forward to working with them long term

Julia K.

5/5

Gary Korolev became my financial advisor at the recommendation of two friends. Working with him on getting my financial house in order has been very productive and helpful. He provided me with my complete financial overview including a financial plan to ensure a future comfortable retirement. He has also given me several Long Term Care insurance options to consider and continues to take my current and future needs into account. He listens, and makes recommendations, and allows me to have a say - so it really feels like team work. He also provides investment advice based on the market trends for my portfolios, and his advice is paying off! I like that he goes the extra mile to take care of his clients. And because of all the aforementioned I would recommend Gary wholeheartedly.

Alexandra M.

5/5

Gary is very knowledgeable; at once professional and personable. Every meeting is well prepared and documented to help me understand complexities and choices. He is able to simplify and/or go into details--he listens carefully and responsively to my ideas and goals, and makes good and nuanced suggestions. He has a high EQ (emotional intelligence quotient) I highly recommend Sovereign!

sandye N.

5/5

My husband and I are very happy with Gary. My husband and I have separate accts and very different goals. Gary does a great job of keeping us in the loop, yearly reviews or more,
returns all calls or emails promptly. We have moved my elderly Mom's acct to him (with sibs approval) and our 4 grandkids 529s.

Michael A.

5/5

My wife and I have used several financial services over the years, and as modest investors never really felt comfortable in our position with these firms. That has changed since we moved to Sovereign Investing. They do not appear to have a company bias towards any particular market sector or fund type. We feel very satisfied with our market conversations, and the technical details provided to us by our financial planner.

Marina H.

5/5

Recently I found I had to consolidate and simplify my financial investments into a coherent and understandable portfolio. This Sovereign has tackled and achieved with great success. Sovereign went to great length to explain every detail and showed impressive patience in answering all my questions and concerns. I highly recommend Sovereign to anyone looking for professionalism and integrity.

Jan B.

5/5

Sovereign staff put my mind at ease by pulling all the aspects of our finances together in one place. I no longer have the concern of keeping track of our small investment portfolio and rebalancing. I trust the investment advisors at Sovereign and strongly encourage anyone with any size portfolio to do the same.